Senior Trust & Wealth Advisor for High-Net-Worth
Bank of America ATM
Bank of America is looking for a professional to manage fiduciary and investment management accounts in Cleveland, Ohio. The role includes supporting high-net-worth clients through detailed administration and compliance, while ensuring a high-quality experience tailored to their goals. Qualified candidates should have a minimum of five years of experience in trust administration and estate planning, along with strong communication skills and the ability to close sales effectively. An attractive benefits package is included. #J-18808-Ljbffr Bank of America
$98.1k - $210k
...and investment management accounts for high‑net‑worth clients and beneficiaries, overseeing administration... ...support, including review of trust instruments, involvement when the trustee... ...and prospects to build and transfer wealth tailored to their goals, delivering a high...SeniorHigh net worthDay shift$133k - $296.4k
...to contribute to the company’s success. As a Senior Counsel within PNC's Corporate Governance organization... ...experience practicing in the area of trusts and estates in a law firm or fiduciary practice, counseling high net-worth individuals, advising fiduciaries and...SeniorHigh net worthFull timeTemporary workPart timeWork experience placementWork at office$98.1k - $210k
...and investment management accounts for high-net-worth clients and beneficiaries involving multi... ...development of complex investment management and trust accounts and working with team members... ...and retention, assisting clients with wealth planning needs, and managing risk....SeniorHigh net worthWork at officeShift workDay shift- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management, retirement advisory, and business... ...candidate will be responsible for serving as a trusted advisor to high-net-worth individuals and families, delivering...SeniorHigh net worthLocal area
$170k - $190k
Hahn Loeser & Parks LLP seeks an associate with 4-6 years of estate planning experience to join its Cleveland office. This role offers the opportunity for a strong estate planning associate to join a recognized team known for handling complex estate plans and business succession...SeniorHigh net worthWork at office- ...service clients of our veteran attorneys and continue our tradition of providing excellent client service. The role emphasizes high-net-worth individuals, their families, and their businesses, with collaboration across a full-service firm. The position offers a base salary...SeniorHigh net worth
$116k - $216k
...KeyBank is seeking a skilled Sr. KPB Relationship Manager in Pepper Pike, Ohio to serve high net worth clients by advising on banking and investment solutions. The role includes developing strategies based on client goals and coordinating with a relationship team. The...SeniorHigh net worth- Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under management, and coordinate specialists to deliver tailored financial strategies. You will leverage your decade of wealth management experience...SeniorHigh net worth
$116k - $216k
...acting as the primary client advisor, developing and implementing... ...RM is responsible for serving high net worth clients in their existing book... ...advisory team, including trust, investment and planning strategists... ...depth knowledge of financial wealth management services and...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor... ...long-term relationships with high-net-worth clients Develop personalized financial... ...services Qualifications 10+ years of wealth management experience Active Series 7...SeniorHigh net worthRemote jobFlexible hours
$200k - $300k
...strategic tax leader ready to step into a high-impact partnership? Our firm is known for... ...in real estate, private equity, and high-net-worth family offices.Business Development:... ...participation.Autonomy: A hybrid work model that trusts your professional judgment and rewards...SeniorHigh net worthTemporary workWork at officeRemote work$110k - $210k
...and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide... ...compliance engagements, serve as a trusted advisor on sophisticated individual tax matters... ...1) and advise on matters impacting wealth planning, succession, and family tax...SeniorHigh net worthFull timeContract workWork at office- Fifth Third Bank in Cleveland, OH seeks a Wealth Management Advisor II to act as trusted advisor and team coordinator for Private Bank clients. You will assemble a cross-functional team to deliver wealth planning, investments, private banking, risk management, and trust...Senior
$75k - $150k
The industry role of Wealth Advisor resides as a Financial Consultant at Manning & Napier. As... ...relationships across various client types (such as high net worth individuals, endowments & foundations,... ...Work to establish a level of trust and confidence with our client to serve...High net worth$93k - $98k
...Private Client Services Tax Senior Private Client... ...within our firm. Offering a high touch approach, we have... ...serving high net-worth individuals, their families... ...estate, income, gift, and trust tax consulting and... ...with clients and their advisors to gather information needed...SeniorHigh net worthPrivate practiceWork at office- ...Registered Investment Advisor (RIA),... ...financial planning and wealth management services... ...Tax Advisor is a senior-level individual contributor... ...of individual and trust tax returns and... ...-up — all with a high standard of... ...recommendations for high-net-worth clients and may...SeniorHigh net worthFlexible hours
- ...We Require: Estate planning experience. Preferred experience is with high-net-worth individuals, their families, and their businesses. Experience with Federal Estate Tax. Trusts and Estates Administration experience. Excellent people and communication...High net worthTemporary work
$85k - $120k
...Description Job Description Tax Senior, CPATax Advisory | Client... ..., Ohio Our client, a highly respected and growth-focused... ...to develop into a trusted advisor, build meaningful client relationships... ..., investors, and high-net-worth individuals while gaining valuable...SeniorHigh net worthSummer workFlexible hours- ...Job Description Trust & Estate Planning Attorney... ...Level: Mid-to-Senior Level (3+ years preferred... ...for its sophisticated wealth management practice has... ...to work closely with high-net-worth individuals, families,... ...Act as a trusted advisor, conducting detailed consultations...High net worthFull timeWork at office
$124k - $335k
...entities, entrepreneurs, and high net worth individuals. You’ll be... ...on key issues like wealth management, compliance... ...in the future. As a Senior Manager, You'll Work... ...stakeholders to build trust. Uphold the firm's code... ...lead the way as tax advisors dedicated to innovation...SeniorHigh net worthH1b$128k - $268k
...OhioJob SummaryThe Family Wealth Investment Consultant... ...portfolios for ultra-high-net-worth clients within a... ...Serve as lead investment advisor on a select book of complex... ...the team.Serve as a senior investment resource,... ...Proven track record as a trusted advisor with...High net worthFull timeWork at officeFlexible hoursNight shift- Jobot is seeking a Tax Senior to join our independent accounting and advisory firm, based out of the Chicago area. The role offers... ...business tax returns for partnerships and corporations and provide high-net-worth tax planning and compliance services to our high-profile...SeniorHigh net worthSummer work
- Manning & Napier is seeking a Wealth Advisor/Financial Consultant in Cleveland, OH. You will manage current clients and develop new relationships across high-net-worth individuals, endowments, foundations, and institutions. Responsibilities include wealth planning, investment...High net worthLocal area
- ...Job Description Job Description Tax Senior Manager- Personal Tax Advisory Group Details: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide...SeniorHigh net worth
$82k - $135.2k
...Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Location: Anywhere in Country... ...a critical role in delivering high-quality advisory services to high-net-worth individuals (HNWI) and their... ...tax advisory, estate and trust tax, family limited partnerships...SeniorHigh net worthWork experience placementSummer holidayFlexible hours$77k - $202k
...& SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: IL-Chicago; TX-Dallas; CA-...SeniorFull timeH1b$71k - $125k
...fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High Net Worth clients and their beneficiaries. Actively... ...fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated...High net worthWork experience placementWork at officeRemote workFlexible hours$55k - $65k
Company Overview: Western Reserve Trust Company (“WRTC”) is an Ohio chartered non-depository Bank that provides Trust Administration and Family Office Services to high net-worth individuals and their families. Western Reserve aims to be the premier provider of Trustee and...High net worthWork at officeLocal area- ...Associate Wealth Advisor CBIZ seeks a motivated and qualified individual for the position of... ...excellence. Associate Wealth Advisors provide a high level and broad range of technical and... ...with individuals, families and higher net worth clients by providing high touch...High net worthWork experience placement
- ...nationally recognized wealth management, retirement... ...for an SVP, Lead Wealth Advisor to join its Beachwood,... ...start, work alongside a highly collaborative team, and... ...established book of high-net-worth client relationships... ...investment management, trust, tax, retirement, and family...High net worthWork at officeLocal areaImmediate start
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